Diversify Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Diversify Wealth Management, LLC

$1.35 Trillion
Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 811,325 shares of SPYV stock, worth $39.9 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

811,325

Previous 644,421 25.9%

Holding current value

$39.9 Million

Previous $32.5 Billion 22.83%

% of portfolio

2.96%

Previous 2.53%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$49.78 - $53.19 $8.31 Million - $8.88 Million	166,904 Added 25.9%	811,325 $39.9 Billion
Q4 2024 Jan 16, 2025	BUY	$51.09 - $55.27 $9.7 Million - $10.5 Million	189,865 Added 41.77%	644,421 $32.5 Billion
Q3 2024 Oct 25, 2024	BUY	$48.51 - $52.86 $3.31 Million - $3.61 Million	68,236 Added 17.66%	454,556 $24.2 Billion
Q2 2024 Aug 08, 2024	BUY	$47.37 - $50.09 $18.3 Million - $19.4 Million	386,320 New	386,320 $18.9 Billion

Others Institutions Holding SPYV

# of Institutions

1,094

Shares Held

457M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Account

Diversify Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History